From 7b45c3f8027a432f8b8d95ce14fc91d15413d8b4 Mon Sep 17 00:00:00 2001
From: Simon Michael <simon@joyful.com>
Date: Mon, 29 Jan 2018 14:51:09 -0800
Subject: [PATCH] examples: makefile generating multi-format year-end reports

---
 examples/reports/Makefile | 106 ++++++++++++++++++++++++++++++++++++++
 1 file changed, 106 insertions(+)
 create mode 100644 examples/reports/Makefile

diff --git a/examples/reports/Makefile b/examples/reports/Makefile
new file mode 100644
index 000000000..96966df2e
--- /dev/null
+++ b/examples/reports/Makefile
@@ -0,0 +1,106 @@
+## TAX REPORTS
+#
+# Tested with hledger 1.5.99, osx high sierra.
+# "make" generates the following reports in three formats, 
+# "make preview" prints them on stdout.
+# (You'll need to customise these for your needs.)
+#
+# business revenue
+# business expenses
+# possibly business/tax-related expenses:
+#  trips, travel
+#  trips, other
+#  personal development
+#  health
+#  tax
+# non-business/non-tax-related:
+#  other income
+#  other expenses
+
+Y=2017
+J=../$(Y).journal
+H=TERM=dumb hledger -f $(J) -V -Y --alias expenses:personal=expenses bal  # depth:1 -N
+
+STDOUTREPORTS= \
+	$(Y)-business-revenue.-     \
+	$(Y)-business-expenses.-    \
+	$(Y)-trips-travel.-         \
+	$(Y)-trips-other.-          \
+	$(Y)-personal-development.- \
+	$(Y)-health.-               \
+	$(Y)-tax.-                  \
+	$(Y)-other-income.-         \
+	$(Y)-other-expenses.-       \
+
+CSVREPORTS=$(STDOUTREPORTS:.-=.csv)
+HTMLREPORTS=$(STDOUTREPORTS:.-=.html)
+TXTREPORTS=$(STDOUTREPORTS:.-=.txt)
+
+REPORTS=\
+	$(CSVREPORTS) $(Y)-all.csv \
+	$(HTMLREPORTS) \
+	$(TXTREPORTS) \
+
+reports: csv html txt
+
+preview:
+	@make -s $(STDOUTREPORTS) | sed -e 's/\. Balance changes in ...../:/'
+
+csv: $(CSVREPORTS) $(Y)-all.csv
+
+$(Y)-all.csv: $(CSVREPORTS)
+	@for f in $(CSVREPORTS); do \
+		echo '"",""'      ;\
+		echo '"'$${f/.csv/:}'",""' ;\
+		cat $$f           ;\
+	done >$@
+
+html: $(HTMLREPORTS)
+
+txt: $(TXTREPORTS)
+
+open: $(REPORTS)
+	open $^
+
+clean:
+	rm -f $(REPORTS)
+
+# Save various subreports with given file extension (html, csv),
+# or with - extension print on stdout; in appropriate format.
+
+$(Y)-business-revenue.%: $(J)
+	@[[ $* == - ]] && printf "\n$(subst -, ,$@)" || true # if on stdout, print a title
+	$(H) $(if $(filter-out -,$*),-o $@)  cur:. revenues:business depth:3 --invert
+
+$(Y)-business-expenses.%: $(J)
+	@[[ $* == - ]] && printf "\n$(subst -, ,$@)" || true
+	$(H) $(if $(filter-out -,$*),-o $@)  cur:. expenses:business depth:3
+
+$(Y)-trips-travel.%: $(J)
+	@[[ $* == - ]] && printf "\n$(subst -, ,$@)" || true
+	$(H) $(if $(filter-out -,$*),-o $@)  not:business expenses.*travel
+
+$(Y)-trips-other.%: $(J)
+	@[[ $* == - ]] && printf "\n$(subst -, ,$@)" || true
+	$(H) $(if $(filter-out -,$*),-o $@)  not:business tag:trip expenses not:travel not:health not:'personal development'
+
+$(Y)-personal-development.%: $(J)
+	@[[ $* == - ]] && printf "\n$(subst -, ,$@)" || true
+	$(H) $(if $(filter-out -,$*),-o $@)  not:business cur:. 'expenses.*personal development'
+
+$(Y)-health.%: $(J)
+	@[[ $* == - ]] && printf "\n$(subst -, ,$@)" || true
+	$(H) $(if $(filter-out -,$*),-o $@)  not:business cur:. expenses.*health
+
+$(Y)-tax.%: $(J)
+	@[[ $* == - ]] && printf "\n$(subst -, ,$@)" || true
+	$(H) $(if $(filter-out -,$*),-o $@)  not:business cur:. 'expenses.*tax\b'
+
+$(Y)-other-income.%: $(J)
+	@[[ $* == - ]] && printf "\n$(subst -, ,$@)" || true
+	$(H) $(if $(filter-out -,$*),-o $@)  not:business cur:. depth:3 revenues:personal --invert
+
+$(Y)-other-expenses.%: $(J)
+	@[[ $* == - ]] && printf "\n$(subst -, ,$@)" || true
+	$(H) $(if $(filter-out -,$*),-o $@)  not:business cur:. depth:3 expenses not:business not:tag:trip not:expenses.*health not:'expenses.*personal development' not:'expenses.*tax\b'
+